PEDIATRIC DENTAL INITIATIVE OF THE NORTH COAST: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PEDIATRIC DENTAL INITIATIVE OF THE NORTH COAST (EIN 34-2012430)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-07-14
- IRS object ID
- 202221959349301867
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-14T12:21:20-07:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873976308 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Goranson Tax and Consulting Inc | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 717 College Ave First Floor | AddressLine1Txt |
| City | Santa Rosa | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 342012430 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pediatric Dental Initiative | BusinessNameLine1Txt |
| Business Name Line2 | of the North Coast Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEDI | BusinessNameControlTxt |
| Phone | 7078378833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 19th Hole Drive | AddressLine1Txt |
| City | Windsor | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95492 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jen Stasch | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Signature | 2022-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jen | PersonFirstNm |
| Person Last | Stasch | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Blake Gunter | PreparerPersonNm |
| PTIN | P02457939 | PTIN |
| Phone | 7075421256 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Surani Kwan | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 19th Hole Drive | AddressLine1Txt |
| City | Windsor | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 954927713 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,423,946 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pdisurgerycenter.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To deliver safe, high quality, and specialized dental treatment to underserved youth and promote oral health through education to communities of Northern California. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 31 | TotalEmployeeCnt |
| Total Volunteers | 15 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $149,140 | PYContributionsGrantsAmt |
| CY Contributions Grants | $793,573 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,914,398 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,434,649 | CYProgramServiceRevenueAmt |
| PY Investment Income | $79,974 | PYInvestmentIncomeAmt |
| CY Investment Income | $122,801 | CYInvestmentIncomeAmt |
| PY Other Revenue | $181,090 | PYOtherRevenueAmt |
| CY Other Revenue | $51,751 | CYOtherRevenueAmt |
| PY Total Revenue | $3,324,602 | PYTotalRevenueAmt |
| CY Total Revenue | $4,402,774 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,881,058 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,526,934 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $190,089 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,011,554 | PYOtherExpensesAmt |
| CY Other Expenses | $2,511,665 | CYOtherExpensesAmt |
| PY Total Expenses | $3,892,612 | PYTotalExpensesAmt |
| CY Total Expenses | $4,038,599 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$568,010 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $364,175 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,975,638 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,988,064 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $484,848 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $577,200 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,490,790 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,410,864 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To deliver safe, high quality, and specialized dental treatment to underserved youth and promote oral health through education to communities of Northern California. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,579,752 | ExpenseAmt |
| Revenue | $3,434,649 | RevenueAmt |
| Desc | PDI's Program accomplishments are as follows: 1.Milestones:a.Before receipt of a Thunder Bay Foundation grant of $50,000, the PDI endowment account stood at $1,078,713. With the addition of this grant money plus investment by Morgan Stanley Wealth Management, the endowment account balance as of June 13, 2017 was $1,222,979.The grant provided by the Thunder Bay Foundation may be used as our "match challenge" for PDI's Endowment Campaign in the futureb.On July 2017, PDI treated our 17,654th patient.2.New Program activities:a.The Promotores de salud, also known as promotoras, is the Spanish term for "community health workers". The Hispanic community recognizes promotores de salud as lay health workers who work in Spanish-speaking communities. They create and cultivate egalitarian relationships based on mutual trust, understanding and respect and are committed to sharing information and resources with empathy, love and compassion.The PDI promotores program began in January 2016 with the following goals:Provide oral health education to Northern California families with childrenEnsure that children with dental decay receive prompt treatment and provide the parents with necessary tools and information to maintain healthy teethAssist families to find a permanent dental home for their childrenParticipate in community events such as resource fairs, health fairs, and other schools outreach events. In the 2016/17 fiscal year, Promotores have reached 16,141 adults and 11, 266 children. Most recently, the promotores have trained to make in-home visits to families where a child has returned to PDI for a recurrence of severe dental decay or a child from the same family has been referred for treatment so that we are able to understand the problems that are causing these continuing dental problems.b.Tours of the surgery center have become more frequent and visitors consistently remark that they had no idea how large the problem of childhood dental decay was, or how much PDI did to work with families throughout Northern California. This has made us realize that we must look at new ways to get the message of dental decay being the nation's number one preventable childhood disease out to the community.c.With the help of a newly-formed communications committee, we have developed a campaign to inform the public of the prevalence of dental decay in children, its causes, and dangers and how to prevent it. We have initiated two promotions that over a 12-month period that will provide simple messaging about dental decay in children alternating in Spanish and English on:Billboards - messages on electronic billboards in Rohnert Park and Highway 80 at DixonBefore the movie ads in movie theaters in Santa Rosa.d.We are not a 3rd world country yet an epidemic of 3rd world proportions is ravaging our nation. Dental disease endangers the overall health of millions. It's associated with diabetes and respiratory and heart disease costing our health system billions of dollars. We are bombarded with ads for beverages loaded with sugar that rot the teeth. 25% of kids start kindergarten with tooth decay; young adults with decayed teeth can't get jobs; 31% of our seniors have no teeth. Simply by parents making sugary drinks a rare and special treat, and encouraging their children to drink water, our children would suffer less because of tooth decay and our nation would save billions of dollars by treating far fewer preventable diseases. PDI provides yard signs similar to election signs promoting water as a healthy alternative to sodas for people to place in their front yards.e.Through a 2015/16 $25,000 grant from Partnership Health Plan of California, we were able to purchase two specialized chairs that convert to surgery tables enabling dentists to treat young adults with special needs. These patients are often so traumatized by the idea of someone touching their mouth that many dentists feel unable to treat them. We are lucky to have two dentists who, although pediatric specialists, are willing to treat adult teeth. PDI's Special Needs Program, devoted to special needs patients aged seven to 21, began with one Monday a month reserved for these special patients. Already two extra days are devoted to this population and they now use PDI as their permanent dental home. 3.Events:a. PDIs major annual fundraiser, the Make Kids Smile (MKS) Awards Dinner raised more than $180,000 in February 2019 with every dollar raised going to help children who require oral surgery to relieve the pain of severe tooth decay.b. In April 2019 we continued with our newer event, Strike Against Tooth Decay bowling event. This is a family friendly and team-building fundraiser that is more casual and affordable. Aimed at younger members of our community who may not be able to afford the ticket for the Make Kids Smile Dinner, this bowling competition attracts business, nonprofits and young people, and in 2019 enjoyed its third year of success. | Desc |
| Total Program Service Expenses | $3,579,752 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 31 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Stasch | PersonNm |
| Phone | 7078378833 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1380 19th Hole Drive | AddressLine1Txt |
| City | Windsor | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 954927713 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| Julie Tucker | |||||||
| Director of Clinical Services | 40.00 | 0.00 | $186,540 | $0 | $0 | ||
| Jen Stasch | |||||||
| Executive Dir. | 40.00 | 0.00 | $51,235 | $0 | $0 | Yes (X) | |
| Surani Kwan | |||||||
| Chairman | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Andrew McCormick | |||||||
| Treasurer | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Kristen Johnson | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Antonio PerezLicea | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Lynne Faulks | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Hugo Mata | |||||||
| Director | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $237,775 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Susan Ryan DDS | |||||
| Post Office Box 218 | Petaluma | CA | 94953 | Dentist | $165,244 |
| Mark Hagele DDS | |||||
| 101 Providence Mine Road | Nevada City | CA | 95959 | Dental Director | $141,422 |
| Tanvi Shah DDS | |||||
| 1071 Via Alta | Lafayette | CA | 94549 | Dentist | $114,844 |
| Ken Zuckerman | |||||
| 1 Burnett Ave North 2 | San Francisco | CA | 94131 | dentist | $140,140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $793,573 | AllOtherContributionsAmt |
| Total Contributions | $793,573 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|
| Other income | ||
| Program fees | $3,434,649 | $3,434,649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,434,649 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $122,801 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,020 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $68,781 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $72,923 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $21,172 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,751 | TotalRevenueColumnAmt |
| Exclusion | $51,751 | ExclusionAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,402,774 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,488,669 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $120,532 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,775 | TotalAmt |
| Program Services | $217,281 | ProgramServicesAmt |
| Management And General | $10,247 | ManagementAndGeneralAmt |
| Fundraising | $10,247 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,289,159 | TotalAmt |
| Program Services | $971,223 | ProgramServicesAmt |
| Management And General | $141,013 | ManagementAndGeneralAmt |
| Fundraising | $176,923 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,482,096 | TotalAmt |
| Program Services | $1,474,557 | ProgramServicesAmt |
| Management And General | $7,539 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,248 | TotalAmt |
| Program Services | $84,549 | ProgramServicesAmt |
| Management And General | $9,111 | ManagementAndGeneralAmt |
| Fundraising | $1,588 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,621 | TotalAmt |
| Program Services | $260,145 | ProgramServicesAmt |
| Management And General | $36,476 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,190 | TotalAmt |
| Program Services | $21,190 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,880 | TotalAmt |
| Program Services | $32,268 | ProgramServicesAmt |
| Management And General | $7,612 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| supplies and equipment | $475,016 | $475,016 | ||
| Program expense | $43,617 | $26,783 | $15,503 | $1,331 |
| Other operating expenes | $36,655 | $36,655 | ||
| communications | $13,059 | $8,830 | $4,229 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,283 | TotalAmt |
| Program Services | $7,910 | ProgramServicesAmt |
| Management And General | $373 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,038,599 | TotalAmt |
| Program Services | $3,579,752 | ProgramServicesAmt |
| Management And General | $268,758 | ManagementAndGeneralAmt |
| Fundraising | $190,089 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $688,986 | BOYAmt |
| EOY | $572,790 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,026 | BOYAmt |
| EOY | $346,319 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $215,168 | BOYAmt |
| EOY | $361,462 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,000 | BOYAmt |
| EOY | $25,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,135 | BOYAmt |
| EOY | $108,667 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,964 | BOYAmt |
| EOY | $34,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,216,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,105,290 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,703 | BOYAmt |
| EOY | $111,041 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,327,088 | BOYAmt |
| EOY | $2,025,472 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,100,568 | BOYAmt |
| EOY | $2,402,827 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,975,638 | BOYAmt |
| EOY | $5,988,064 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,433 | BOYAmt |
| EOY | $282,898 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $298,415 | BOYAmt |
| EOY | $294,302 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $484,848 | BOYAmt |
| EOY | $577,200 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,286,748 | BOYAmt |
| EOY | $5,130,864 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,042 | BOYAmt |
| EOY | $280,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,490,790 | BOYAmt |
| EOY | $5,410,864 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,975,638 | BOYAmt |
| EOY | $5,988,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $364,175 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $282,484 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $273,415 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $363,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $569,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $548,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $793,573 | CurrentTaxYearAmt |
| Total | $2,424,506 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $363,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $569,273 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $548,955 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $149,140 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $793,573 | CurrentTaxYearAmt |
| Total | $2,424,506 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,424,506 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $110,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $51,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $61,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,974 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $68,781 | CurrentTaxYearAmt |
| Total | $372,112 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -$25,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,605 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$6,438 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$26,272 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,020 | CurrentTaxYearAmt |
| Total | $11,915 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,808,533 | TotalSupportAmt |
| Public Support CY170 | 0.86330 | PublicSupportCY170Pct |
| Public Support PY170 | 0.86620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $861,579 | OtherCostOrOtherBasisAmt |
| Depreciation | $855,170 | DepreciationAmt |
| Book Value | $6,409 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,742 | OtherCostOrOtherBasisAmt |
| Depreciation | $34,504 | DepreciationAmt |
| Book Value | $14,238 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $306,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $215,616 | DepreciationAmt |
| Book Value | $90,394 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $111,041 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $2,402,827 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPP Loan | Desc |
| Amt | $294,302 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $294,302 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,685,258 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $282,484 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $282,484 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,402,774 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,402,774 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,038,599 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $4,038,599 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $4,038,599 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | Long-term sustainability |
| Part X : FIN48 Footnote | PDI is exempt from Federal and State Income taxes under Internal Revenue Code Section 501(c)(3) and California Franchise Tax Board Code Section 23701d. Therefore, no provision for income taxes has been made in the accompanying financial statements. In addition, the Internal Revenue Service has determined PDI is not a private foundation within the meaning of Section 509(a) of the Internal Revenue Code.Management of PDI considers the likelihood of changes by taxing authorities in its filed tax returns and recognizes a liability for or discloses potential significant changes if management believes it is more likely than not for a change to occur, including changes to PDIs status as a not-for-profit entity. Management believes PDI met the requirements to maintain its tax-exempt status and has no income subject to unrelated business income tax; therefore, no provision for income taxes has been provided in these financial statements. PDIs tax returns for the past three years are subject to examination by tax authorities, and may change upon examination. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | false | AgrmtProfFundraisingActyInd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Special Events | Event1Nm |
| Gross Receipts Event1 | $72,923 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $72,923 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $21,172 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $72,923 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $72,923 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $21,172 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $21,172 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $51,751 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Julie Tucker | PersonNm |
| Title | Director of Clinical Services | TitleTxt |
| Base Compensation Filing Org | $186,540 | BaseCompensationFilingOrgAmt |
| Total Compensation Filing Org | $186,540 | TotalCompensationFilingOrgAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 11b: Form 990 Review Process | 990 is emailed to board and reviewed by finance committee before submission |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Agenda item |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | Reviewed and set by board annually |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Documents available upon request |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | IMPAIRMENT OF ASSET = -$25000 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | PPP Forgiveness = $298415 |